Disciplined Growth Investors (DGI) offers Balanced Growth portfolio management.
This strategy is offered both in the form of a separately managed account (SMA) and a commingled mutual fund, The Disciplined Growth Investors Fund (Ticker: DGIFX). A minimum of $15 million of assets managed is required for a SMA. Custodial services for SMA are selected by the client separately and are not offered by DGI. The standard fee schedule for SMA is a flat rate of 1%. Fees are quoted on an annualized basis, but are billed quarterly. Relationships greater than $25 million are negotiated individually. A complete list of all composites is available upon request. The mutual fund prospectus contains important information and can be found at dgifund.com.
Form CRS/ADV Part 3
Most recent Form CRS/ADV Part 3.
Diciplined Growth Investors
150 South Fifth Street, Suite 2550 Minneapolis, MN 55402.